ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,824 | -50.8% | 4,287 | -47.7% | 0.01% | 0.0% |
Q2 2023 | $455,364 | +103.0% | 8,190 | +92.4% | 0.01% | -30.8% |
Q1 2023 | $224,344 | +8.8% | 4,257 | -2.3% | 0.01% | +116.7% |
Q4 2022 | $206,260 | +0.1% | 4,357 | -5.8% | 0.01% | -66.7% |
Q3 2022 | $206,000 | -7.2% | 4,624 | 0.0% | 0.02% | -5.3% |
Q2 2022 | $222,000 | -18.7% | 4,624 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $273,000 | -11.9% | 4,624 | -1.5% | 0.02% | -13.6% |
Q4 2021 | $310,000 | +6.5% | 4,695 | +1.2% | 0.02% | -12.0% |
Q3 2021 | $291,000 | -1.7% | 4,639 | -1.0% | 0.02% | -3.8% |
Q2 2021 | $296,000 | +31.0% | 4,684 | +22.8% | 0.03% | +13.0% |
Q1 2021 | $226,000 | +9.7% | 3,814 | -17.5% | 0.02% | +27.8% |
Q3 2011 | $206,000 | – | 4,624 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Planning Group, LLC | 1,488,684 | $88,160,000 | 12.14% |
H&H Retirement Design & Management INC | 177,657 | $10,917,000 | 6.56% |
Beaumont Asset Management, L.L.C. | 107,890 | $6,389,000 | 5.36% |
Corrigan Financial, Inc. | 250,779 | $14,851,135 | 4.96% |
Financial Engines Advisors L.L.C. | 26,228,361 | $1,553,244,000 | 4.85% |
AlphaCore Capital LLC | 114,068 | $6,755,000 | 4.52% |
TOBIAS FINANCIAL ADVISORS, INC. | 179,167 | $10,610,000 | 4.50% |
Concord Wealth Partners | 224,790 | $13,312,000 | 4.48% |
New England Private Wealth Advisors LLC | 391,448 | $23,184,000 | 4.00% |
Essex Private Wealth Management, LLC | 45,161 | $2,674,000 | 2.55% |